Post installation steps
Three final steps remain to complete setup.
If you are using MasterFile Cloud or a Domino server, or previously installed MasterFile, begin at Step 2.
- Choose File > Security > User Security from the main menu bar.
![](https://media.screensteps.com/image_assets/assets/002/272/308/original/f7f3a065-0bd4-4e4b-a0a3-772f9ded32a5.png)
- Click on What Others Do > Using Workstation and you'll see the window below.
![](https://media.screensteps.com/image_assets/assets/002/272/310/original/6ca21c0d-adf0-4cc3-8504-264eb9f41f8e.png)
- Click on What others do > Using Workstation > and then click Add and you'll be shown the dialog box below.
- Type */MasterFile exactly like that (it's case sensitive) and click OK.
![](https://media.screensteps.com/image_assets/assets/002/272/312/original/62a3b61b-8769-425d-af6e-9429c55ba59a.png)
- Click on */MasterFile and turn on every checkbox shown below. There may be two extra options at the end of the list in some versions of Notes; leave them unchecked.
- Then click OK.
![](https://media.screensteps.com/image_assets/assets/002/272/342/original/0ada6ba8-b22d-47c3-954b-883f2b86f50a.png)
- Start MasterFile
- On Windows: from Start > All Programs > MasterFile.
- On macOS: double click the Notes styled MasterFile icon.
- Click Yes on the Create Cross Certificate screen that is shown next.
![](https://media.screensteps.com/image_assets/assets/002/272/316/original/2b8a61aa-0b20-46d0-a9bc-fc68cc2ea978.png)
You may also see one or a few 'Execution Security Alerts' like the one below the first time you use MasterFile.
- If these appear, simply click the last radio button and OK.
![](https://media.screensteps.com/image_assets/assets/003/307/458/original/6447d39e-b417-431c-ac24-b4974046288e.png)
- Click Yes on the dialog box shown next.
![](https://media.screensteps.com/image_assets/assets/002/411/434/original/4aa296ec-74bc-44cb-9a85-f55910396e18.png)
You will always be asked to create a new index when you first start MasterFile or create a new case.
The About MasterFile page will open next. You'll also find the steps below listed under the red twisty.
- Click 'Start MasterFile' or dismiss the About MasterFile tab.
![](https://media.screensteps.com/image_assets/assets/002/272/306/original/38e65dd5-9789-44a5-b097-579d23449586.png)
- On the right panel, click Administration > Administration Settings and then OK.
![](https://media.screensteps.com/image_assets/assets/002/272/318/original/79318b01-7929-4d2e-b41b-9066db010b23.png)
- Next click on Administration > User Settings
![](https://media.screensteps.com/image_assets/assets/002/272/320/original/36bc82ff-9e73-40e2-8314-4d2a2b0b700a.png)
and set your email system, if applicable.
![](https://media.screensteps.com/image_assets/assets/002/272/324/original/8279a502-c8b0-473b-a0ef-38f3298831c0.png)
If you're connecting to a Domino server, type or paste your fully qualified Domino server name (DominoServerName/DominoDomain) in the field below.
![](https://media.screensteps.com/image_assets/assets/002/272/322/original/ff1e3bcb-245b-4555-a144-9428fd9710f5.png)
You're all set.
Right click on the workspace and choose 'Open Application'
![](https://media.screensteps.com/image_assets/assets/003/125/436/original/e7997f56-eb6d-4b98-a7a3-c1d2e1a3a4e7.png)
Select the MF folder; then click Open.
![](https://media.screensteps.com/image_assets/assets/003/125/438/original/dede984e-02f9-4916-828d-a41c037eddf6.png)
Select the example database Arcade vs SkyHigh; then click Open.
![](https://media.screensteps.com/image_assets/assets/003/125/434/original/06b36f35-ed15-430c-89ab-1d71ca4e8bcf.png)
The case opens in a new tab with Arcade v SkyHigh as its title.
Click the 'X' on its tab to close the case database. Its icon is now shown on the workspace; double click it to re-open.
Icons for cases you create are automatically shown on the workspace.